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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,307 | $172,111+94.2% | $150,298+122.4% | $137,256+143.6% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 5.17% | 69.37%-64.2pp | 62.79%-57.6pp | 220.34%-215.2pp |
| Employer contribution / active EE | $5,749 | $4,636+24.0% | $4,154+38.4% | $4,156+38.3% |
| Participant deferral / active EE | $7,847 | $6,166+27.3% | $5,453+43.9% | $6,407+22.5% |
| Admin fee / account holder | $62,640 | $16,471+280.3% | $14,116+343.8% | $12,270+410.5% |